Peripheral disturbance is difficult to shake the market's mid-term upward foundation, and institutions suggest to lay out the industry trend upwards on dips.

On April 7th, the A-share market welcomed the first trading day after the Qingming holiday. During the holiday period, peripheral markets such as Japan and South Korea experienced volatile growth, with international oil and gold prices showing mixed trends and market risk appetite slightly increasing. Against the backdrop of ongoing geopolitical conflicts in the Middle East and continued uncertainty in international oil prices, the future market prospects of the A-share market are highly anticipated. Industry insiders believe that in the short term, the uncertainty of the US-Iran conflict still suppresses market risk appetite, but it does not shake the foundation of the A-share market's medium- to long-term upward trend. With the gradual emergence of a series of positive signals, the market is expected to continue to rise in the second quarter. In terms of market positioning, it is suggested to continue to buy low in industries supported by policies and showing upward trends, with the growth direction still being the strongest theme of this round of market trends. Sectors such as AI computing power, semiconductors, storage, and innovative pharmaceuticals should be watched closely.